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14min chapter
The Investor's Guide to China: The bull vs bear debate (#35)
Fidelity Answers: The Investment Podcast
Investing in China's Economic Landscape
This chapter presents a bullish view on investing in China, focusing on market skepticism and the opportunities in stock picking amid economic challenges. It explores both cyclical and structural factors affecting China's recovery, emphasizing the importance of consumer-driven growth and fiscal measures. The discussion also highlights the implications of ongoing monetary easing and the potential for improved domestic demand in the face of global uncertainties.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode